In these uncertain times, are you invested soundly? Do you have a holistic plan in place? Whether you are a “do-it-yourself” investor or seeking a second opinion, confidence in your financial future starts with a no-obligation retirement & portfolio review. 

Your consultation will include:

Portfolio Risk Analysis
Retirement Income Review
Discussion of roadblocks that could prevent you from maintaining the retirement you earned.
Opportunity to evaluate the value of our services and make an informed decision about hiring our firm.

We are fully operational during the COVID19 Pandemic and are taking meetings by video and phone conferencing to accommodate your financial questions and concerns. Call (561) 210-7887 today or fill out the request form below to schedule a no-obligation consultation with Jon Ulin, CFP®, CEO.  You can also schedule a call with Jon  here    

About Us:

Ulin & Co Wealth Management is a trusted, independent advisory firm serving successful families, individuals, retirees, corporate executives and business owners in South Florida and beyond for many years. We provide our clients fee-based portfolio management and financial planning expertise, which includes retirement income, tax, insurance and estate planning strategies.

As a fiduciary, Ulin & Co. brings an independent approach to wealth management that helps minimize conflicts of interest. We partner with Charles Schwab, Fidelity and Pershing for asset custody and management. Founded on traditional values, our firm works as hard to build trust and long-lasting relationships with our clients as we do to manage and conserve wealth. We have established a reputation for accountability and clarity, and truly treat you like family.  

More info:    

Wealth Management    

Living in Retirement

Small Business

Our Team 

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Every investor should ask questions!

Whether triggered by a life event or evolving goals, many people reach a point where they need more from their financial advisor. You may be asking yourself one of these questions:

  • Is my money in the right place?
  • Am I getting the attention I deserve?
  • Is my advisor always objective when making recommendations?

What is an independent financial advisor firm?

Independent Registered Investment Advisor (RIA) firms provide personalized financial advice to their clients, many of whom have complex financial needs. Because advisors at these firms are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.

What are some key benefits of working with an independent advisor:

Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients.  The following five areas can help add trust, confidence and value when working with an independent advisor and firm: 

  1. Customized guidance based on your entire financial picture.
  2. A relationship that’s responsive, attentive, and personal.
  3. A fee structure that is simple and transparent.
  4. A high level of expertise to support your complex financial needs.
  5. Your money is held by an independent custodian, not the advisor firm.

If you are seeking a commissioned stock broker along with a focus more on alternative and insurance based products, an independent, fiduciary advisor may not be a suitable approach for you.

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Start a conversation with us today by completing the following request form and we will be in touch!

“If you want to go fast, go alone. If you want to go far, go together.” —African Proverb

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